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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (37151)	12/29/2000 10:27:55 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

If one is interested in the important transition from client/server architecture to network applications that operate in real time, this is an excellent speech to listen to made by venture capitalist Roger McNamee about the emergence of new vendors due to the transition which was first presented on the Fool's Gorilla Game board back in November by OmahaFool: McNamee's speech: biz.yahoo.com OmahaFool's post: boards.fool.com BEA Systems is a client of The Chasm Group and has caught the interest of many gorilla game investors over the past couple of years. They held a conference in San Francisco this fall and McNamee was invited to speak about the transition underway in the network applications segment. In the speech, he talks about BEA Systems (host of the conference), Ariba, i2, Agile, Siebel, SAP, Oracle, etc... . My take is that, if Ariba's product is truly inferior to others' products, it's not a question of whether Ariba is executing the proper strategy as much as whether or not they are executing that strategy as well as their competitors. Therein lies the author's strategy of using the 'basket approach', knowing the market share and revenues of each player in each of the B2B real time application segments. As everyone knows on this board, I happen to be one that is playing the space via the basket strategy as the real time application TALC is very early in its cycle. BB

To: Mike Buckley who wrote (37151)	12/29/2000 11:31:00 AM
From: Michael H	Respond to of 54805

Even if we agree that ARBA is executing by the rules, I do think there is a thread not from C1 but from ITWO to ARBA. Again, as described in the Tornado book, MSFT took the approach: (1) Recruit partners to create a powerful whole product. (2) Institutionalize this whole product as the market leader (3) Commoditize the whole product by designing out your partners. To achieve (1) C1 partnered with SAP, ARBA with ITWO (or SAP partnered with C1 and ITWO partnered with ARBA?). MSFT successfully "designed out" their partners Lotus (first with Excel vs. Lotus 1-2-3, now Exchange vs. Lotus Notes), Novells Netware, dBase databases, Stac with Doublespace (aka Troublespace), Borland C Compilers as well as trying to partner out Oracle databases with MS SQL Server, HP printers using GDI interfaces etc. SAP is trying to design out ORCL databases with its newly acquired SAP-DB (former ADABAS). It will be by far easier to partner out ARBA for ITWO with a better solution of it Tradematrix software than for ARBA to come up with a competitive supply chain management software. On Topic: Message 14824133 Michael